Re: Apple IPhone’s Installed Base Hits 193 Million Units In The U.S.
Rubie Mccloughan
Apple has been happy to tell you how many iOS devices it has shipped, but how many iPhones are there in the wild, really? You now know. As part of a call discussing the company's mixed earnings, CFO Luca Maestri revealed that Apple has an installed base of 900 million iPhones -- the first time the company has revealed that statistic. We've asked Apple if it can clarify the definition of that term, but it added that there were 1.4 billion active iOS devices as of the end of 2018. There's no shortage of hardware in the market, even if Apple might not enjoy Android's sheer ubiquity.
At the end of the calendar 2018 holiday quarter, the Cupertino technology giant had a whopping 1.4 billion active devices worldwide and its iPhone installed base hit 900 million handsets, marking the first time the company has disclosed the latter number.
Our global active installed base of iPhone continues to grow and has reached an all time high at the end of December. We are disclosing that number now for the first time and it has surpassed 900 million devices, up year over year in each of our five geographic segments, and growing almost 75 million in the last 12 months alone.
The more people own its devices, the more money Apple can make by upselling them to services. In that context, seeing its overall global active installed base growing by a hundred million devices in the past twelve months is a definite positive.
Despite the lowered guidance, Cook did point out some growth areas in the letter to investors. He said Apple's device install base increased by 100 million units over the last year. Apple has been promoting its growing install base as a way to show it can squeeze more revenue out of each of its uses through subscription services like iCloud storage and Apple Music. The company is said to be considering new subscription products through its Apple News and TV apps as well.
Amazon's Fire TV Stick is one of the two best-selling products for the E-tailer, but with an install base of 34 million, Ives said sales were under 10 million units, ditto for Roku and the gaming consoles from Sony, Microsoft and Nintendo.
Apple reported last month that its total installed base of iPhone users had surpassed one billion, so if one out of every 10 iPhone users also owns an Apple Watch, the 100 million figure certainly makes sense.
Cars grew to over 1.2 billion installed base and, including commercial vehicles, reached 100 million units of production/yr. The problem that arose was that the infrastructure could not keep up. Urbanization was growing faster than motorization and land became scarce. Cars need land. Lots of land. For roads but also for parking (3 spots for every car in use, at least.) As global prosperity increased and as prosperity meant a car the struggle to find room for these modes of transport grew intense. Most users now found the car to be a constraint rather than a liberation. (8th commandment.) Parking and congestion were problems highly evident to the motorist but the externalities of exclusion of public space and emissions became highly evident to the governors who, you remember, are in a symbiotic relationship.
"We believe iPhone units should level out in the 225 million unit range in FY24... as Cupertino has a massive pent-up installed base upgrade cycle now underway," says the note. "This speaks to the underlying demand story that Apple anticipates for this next iPhone release with our estimates that 250 million+ of 1.2 billion iPhone users worldwide have not upgraded their phones in over 4 years."
In Japan, Final Fantasy VII had a high level of anticipation in the months leading up to the game's release.[474] The Final Fantasy VII demo included with Tobal No. 1 helped push that game to the top of the Japanese sales charts,[474] selling 752,000 copies to become Japan's eighth best-selling video game of 1996.[126] In the weeks leading up to the release of Final Fantasy VII in January 1997, PlayStation consoles had sold out across Japan.[474] The game had over 1.1 million pre-orders about ten days before release,[475] increasing to 1.83 million pre-sales shortly before release.[476][474] On its first day of release in Japan, the game sold 1.75 million copies, grossing about 12 billion ($99 million).[474] In two days, it sold over 2 million copies,[477] grossing about 14 billion (70 million) ($115 million).[474] Within three days of release, 2.3 million copies were sold,[478] setting the record for the fastest-selling game ever at the time.[479] Final Fantasy VII had a high attach rate, with the PlayStation having an install base of around 4 million in Japan at the time.[480] It was a killer app for the PlayStation, with Computing Japan magazine noting that it was largely responsible for the PlayStation's global installed base increasing from 10 million units sold by November 1996 to 16 million units sold by May 1997 (an increase of 60%).[481] The game sold nearly 3 million units by April,[482] more than 3 million by July,[483][484] and 3,447,500 units by August 1997.[485] The game helped push PlayStation sales ahead of the Sega Saturn in Japan, after the PlayStation and Saturn had been very close in Japan prior to the game's release.[486]
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